Medidata Solutions, Inc.
MDSO
MDSO was delisted on the 28th of October, 2019.
283 hedge funds and large institutions have $4.36B invested in Medidata Solutions, Inc. in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 37 closing their positions.
228% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $3.61M
23% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 88
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 285 → 283 (-2)
3% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 37
12% less capital invested
Capital invested by funds: $4.96B → $4.36B (-$592M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$56.5M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$26.2M |
| 3 |
NAMA
Nikko Asset Management Americas
New York
|
+$25.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.2M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
-$157M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$45.9M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
-$42.7M |
| 4 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$22.5M |
| 5 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$16.8M |
MDSO Hedge Fund Activity: Q4 2018 in Review
283 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Medidata Solutions, Inc. (MDSO) for Q4 2018, worth a combined $4.36B — down 12% from $4.96B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of MDSO and 36 opened new positions — a net loss of 1 holder — while 88 trimmed existing stakes and 108 added.
The largest buyer was Credit Suisse, adding an estimated $56.5M. The largest seller was Sands Capital Management, exiting entirely with an estimated $157M sold.
- 283 institutional investors held Medidata Solutions, Inc. (MDSO) as of Q4 2018, down from 285 in Q3 2018.
- Funds reported $4.36B of Medidata Solutions, Inc. stock for Q4 2018, down 12% quarter-over-quarter.
- 36 funds opened new Medidata Solutions, Inc. positions in Q4 2018 and 37 closed out, a net change of -1 holder.
- The largest Medidata Solutions, Inc. buyer in Q4 2018 was Credit Suisse, an estimated $56.5M added.
- The largest Medidata Solutions, Inc. seller in Q4 2018 was Sands Capital Management, an estimated $157M sold.
Based on aggregated 13F filings for Q4 2018.